$10MM AUM | $85,000 GDC in Clackamas, OR
Member is Interested In:
Credentialed fee-only financial planner with state-registered RIA exploring opportunities for succession, or possibly even join/merger in the right situation.
The RIA is a financial planning and investment management firm specializing in the retirement transition (both financial and non-financial facets) and providing tactical discretionary portfolio management for clients.
We serve 35 client households with ~$10M AUM plus non-managed AUA of ~$3.7M. Average client age is approximately 67. Additionally, we provide consulting services (no asset management) to sponsors of four small 401(k) plans with ~$2M in assets. AUM fees comprise most of our revenue, but we also have ongoing fixed and hourly fee consulting relationships.